Client Service & Relationship Coordinator — Wealth Advisory

Baker Tilly Advisory Group, LP; Madison (WI); On-site; USD 70,000 - 92,000; Full time

Job summary

Baker Tilly Advisory Group, LP in Madison, WI is seeking a detail-oriented Client Service Associate (CSA) to join our Registered Investment Advisor practice. You will serve as a key point of contact for clients, assist with account administration, and support advisors with review preparation and reporting.

Ideal candidates have a Bachelor's degree and 3+ years in financial services or client service, with strong organization, communication, and CRM skills including Redtail/Salesforce/eMoney.

Qualifications

• Bachelor’s degree required.
• 3+ years of experience in financial services or client service.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication.

Responsibilities

• Serve as a primary point of contact for client service requests and inquiries.
• Build and maintain client relationships through professional communication.
• Assist clients with account maintenance, paperwork, and service needs.
• Prepare meeting materials and coordinate client meetings.
• Generate reports and maintain client records in CRM and portfolio systems.
• Support compliance and data integrity across client management systems.

Skills

Client service

Relationship management

Organizational skills

Communication skills

CRM proficiency

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Redtail CRM

Salesforce

eMoney

Job description

Baker Tilly Advisory Group, LP in Madison, WI is seeking a detail-oriented Client Service Associate (CSA) to join our Registered Investment Advisor practice. You will serve as a key point of contact for clients, assist with account administration, and support advisors with review preparation and reporting.

Ideal candidates have a Bachelor's degree and 3+ years in financial services or client service, with strong organization, communication, and CRM skills including Redtail/Salesforce/eMoney.